It's one thing to have a goals— it's another to have a plan to achieve them.
Having goals is a good thing. However, if you do not have a plan to reach them, whether you accomplish them or not becomes a matter of chance. If you are fortunate enough to realize your goals without a plan, luck will have played a larger role than necessary. Having a plan and strategy helps to eliminate the, "luck," component of reaching your goals and allows you to live your life on purpose—not by chance.
If you are fortunate to have financial goals that are important to you, you deserve to have a real plan to accomplish them. That is where I come in. I help guide you in reaching your goals by formulating a plan to get you there.
We start by defining your goals and by exploring what is important about money to you. I then analyze your situation and develop a simple, yet detailed financial plan focused on giving you the highest probability of achieving your goals for the reasons that are important to you. Finally, I help you implement your plan and help hold you accountable so that your goals are not just dreams, they can become reality.